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Guggenheim Strategic Opportunities Fund

76 hedge funds and large institutions have $149M invested in Guggenheim Strategic Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
35
Reduced
15
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
51
Cetera Advisors
Colorado
$224K +$224K +10,331 New
YCM
52
Yakira Capital Management
Connecticut
$217K +$217K +10,000 New
BAM
53
Belpointe Asset Management
Nevada
$216K +$216K +9,950 New
CWA
54
Capital Wealth Alliance
Arizona
$205K +$205K +9,833 New
DY
55
Dowling & Yahnke
California
$201K +$201K +9,267 New
KAS
56
Kestra Advisory Services
Texas
$201K +$201K +9,269 New
SPIA
57
Steward Partners Investment Advisory
New York
$152K -$714K -33,023 -82%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$148K +$53.1K +2,454 +56%
TFGT
59
TS Financial Group (TSFG)
Illinois
$123K
ASN
60
Advisory Services Network
Georgia
$118K +$118K +5,422 New
AAM
61
Advisors Asset Management
Colorado
$101K +$367 +17 +0.4%
NFG
62
Next Financial Group
Texas
$95K +$6.53K +300 +7%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$80K -$1.08K -50 -1%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$75K +$16.8K +775 +29%
GI
65
Gradient Investments
Minnesota
$74K
HFA
66
Hoover Financial Advisors
Pennsylvania
$57K +$57K +2,607 New
CFGS
67
Concourse Financial Group Securities
Alabama
$29K
MAM
68
Meeder Asset Management
Ohio
$29K +$29K +1,320 New
US Bancorp
69
US Bancorp
Minnesota
$23K
WQ
70
Wealth Quarterback
New Jersey
$18K +$18K +822 New
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$11K
GRP
72
Global Retirement Partners
California
$9K
DOA
73
D'Orazio & Associates
Virginia
$9K +$9K +404 New
Citigroup
74
Citigroup
New York
$7K +$2.33K +100 +50%
PAM
75
Panagora Asset Management
Massachusetts
$2K -$2.5K -140 -56%